Unlock Outside Assets from Your Retirement Plans Today!
1 in 3 participants identify on average $380k in outside assets that we refer to you to help grow your wealth management business
ProNvest has launched a new product that helps advisors build new private wealth client relationships from their retirement plan business. ProNvest is a high-touch, high-engagement managed account provider. We help advisors secure more retirement plan business, increase plan retention and identify participant assets that are held outside of their 401(k) plan.
1 in 3
Participants identify outside assets
Average balance of outside assets
More outside assets than in the plan